2017 Forecast: Part 1
Last year, Barron’s offered their readers a chance to test their forecasting skills by asking a number of multiple choices questions about what might happen in 2017. I answered some…
Last year, Barron’s offered their readers a chance to test their forecasting skills by asking a number of multiple choices questions about what might happen in 2017. I answered some…
…and said that waiting to hike could put the economy at risk of over-heating. The market based estimates for a hike in September doubled from a 15 to 30 percent…
…not a fair comparison because they aren’t on an apples-to-apples basis. We must look at the muni bonds adjusted to pre-tax levels for a true comparison. We could look at…
…chuckled because they pointed out that market returns reflect what society wants, and companies respond by providing those goods and services. Beer and smokes – that’s what America has valued…
…in the coming years. A number of sectors and industries saw dramatic changes, from the -10 to -25 percent losses in hospital stocks to the sharp gains in banks, biotech,…
…demand for basic materials like aluminum and steel. As housing has slowed there, demand for commodities has dropped, which we can see in the current commodities bust. The good news,…
…pays 2.45% for one year is because they believe rates short term rates will fall over the coming five years. This view is confirmed in the futures market. Based on…
…fundamental proposition, but I REALLY like to read articles where the premise completely contradicts my view, or the view of Acropolis. This article falls in the second category since we…
…means owning securities that aren’t publicly traded. Private markets can include equity (stocks), credit (bonds), and real estate. Each major group has subcategories. Private equity can be venture capital, buyout…
…to include mainland Chinese stocks in their indexes. In the article, I noted that the fund had a 29 percent exposure to Chinese stocks at that time, which would increase…